Generate institutional-quality PDF analysis reports for stocks and ETFs. USE WHEN user mentions generate report, create pdf, stock analysis, ticker report, watchlist analysis, OR regenerate reports. Includes VGT-style headers, embedded charts, portfolio sizing, and Perplexity sentiment integration.

FinanceReport Generate comprehensive 8 10 page PDF investment analysis reports with Finance Guru branding. Capability probe Before routing a report workflow, follow the shared [paid MCP capability probe](../ shared/PaidMcpCapabilityProbe.md) . Reports want perplexity for sourced sentiment synthesis and exa for deep catalyst/risk discovery. If either is absent, announce the WebSearch / WebFetch fallback and its coverage caveat, or stop if the requested research depth cannot be met. Workflow Routing When executing a workflow, output this notification directly: Workflow Trigger File GenerateSingleReport "generate report for TSLA", "create PDF" workflows/GenerateSingleReport.md RegenerateBatch "regenerate batch", "redo all reports" workflows/RegenerateBatch.md FullResearchWorkflow "full analysis", "thorough research" workflows/FullResearchWorkflow.md Examples Example 1: Generate single ticker report Example 2: Regenerate all watchlist reports Example 3: Deep research with full workflow Report Structure (8 10 Pages) Cover Page (VGT Style Header) UNIFORM STANDARD CRITICAL: Every report MUST follow this EXACT format: UNIFORMITY RULES: Analyst team names MUST be listed on EVERY report "Finance Guru Multi Agent System" header REQUIRED Individual analyst names with personas (e.g., Dr. Aleksandr Petrov) Same format, same structure, every single time Executive Summary Investment thesis (200+ words) Key findings with bold labels Final verdict box (rating, conviction, risk level) Quantitative Analysis Risk metrics table (VaR, Sharpe, Beta, Alpha) Momentum indicators (RSI, MACD, Stochastic) Volatility assessment (ATR, Bollinger regime) Embedded charts where applicable TABLE FORMATTING CRITICAL: All table cells use Paragraph objects (text wraps, never overflows) Column widths explicitly set to fit within 7.5" content area Header row: Navy background, white text, bold Data rows: Alternating white/light gray backgrounds Market Research Company overview and positioning 2026 catalysts and risks Analyst ratings and sentiment Perplexity MCP integration Portfolio Sizing (NEW) Shows BOTH percentage AND dollar amount: Strategy Recommendations Entry strategy with price targets Risk management (stop loss levels) Position management approach Sources & Disclaimer UNIFORM STANDARD CRITICAL: Every report MUST end with this EXACT format: "Powered by Finance Guru™" is REQUIRED on every report. Tool Usage ChartKit.py ReportGenerator.py Integration Points Perplexity MCP (Sentiment & Research) Existing Finance Guru CLI Tools src/analysis/risk metrics cli.py VaR, CVaR, Sharpe, Sortino, Beta, Alpha src/utils/momentum cli.py RSI, MACD, Stochastic, Williams %R src/utils/volatility cli.py ATR, Bollinger Bands, Keltner Channels src/analysis/correlation cli.py Portfolio correlation matrix User Profile Reads portfolio value from user profile.yaml for sizing: investment portfolio.total value = Current portfolio value Calculates exact dollar amounts for recommendations Reference Files StyleGuide.md Brand colors, typography, table styling VisGuide.md Chart selection dictionary, labeling standards Skill Type : Domain Enforcement : Suggest Priority : High Line Count : < 200 lines